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FNY Holdings Changes image
This page summarizes the FNY holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether FNY is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing FNY Share Count
Global Retirement Partners LLC 1,054 8,298 +7,244 +687.29%
Susquehanna International Group LLP 14,188 39,870 +25,682 +181.01%
Cambridge Investment Research Advisors Inc. 34,350 87,153 +52,803 +153.72%
Wells Fargo & Company MN 272,188 589,895 +317,707 +116.72%
Wealth Enhancement Advisory Services LLC 13,781 19,931 +6,150 +44.63%
Kingsview Wealth Management LLC 30,775 41,364 +10,589 +34.41%
Morgan Stanley 281,746 367,395 +85,649 +30.40%
Raymond James Financial Services Advisors Inc. 71,339 84,504 +13,165 +18.45%
Harbour Investments Inc. 1,221 1,432 +211 +17.28%
Janney Montgomery Scott LLC 9,291 10,661 +1,370 +14.75%
Pine Valley Investments Ltd Liability Co 3,511 3,839 +328 +9.34%
Integrated Wealth Concepts LLC 5,279 5,604 +325 +6.16%
Cetera Investment Advisers 54,652 57,702 +3,050 +5.58%
Kestra Advisory Services LLC 27,306 28,442 +1,136 +4.16%
LPL Financial LLC 537,997 560,308 +22,311 +4.15%
Northwestern Mutual Wealth Management Co. 16,983 17,591 +608 +3.58%
Commonwealth Equity Services LLC 41,072 42,514 +1,442 +3.51%
Atria Wealth Solutions Inc. 24,893 25,704 +811 +3.26%
GWM Advisors LLC 153,494 158,208 +4,714 +3.07%
UBS Group AG 306,126 315,443 +9,317 +3.04%
Cetera Advisor Networks LLC 10,565 10,718 +153 +1.45%
Equitable Holdings Inc. 17,769 17,919 +150 +0.84%
Private Advisor Group LLC 45,278 45,629 +351 +0.78%
Great Valley Advisor Group Inc. 8,749 8,753 +4 +0.05%
JPMorgan Chase & Co. 3,422 3,423 +1 +0.03%
13F Filers Reporting New Positions In FNY
Proequities Inc. 0 0 UNCH 100%
Huntington National Bank 0 102 +102 +100%
Two Sigma Investments LP 0 4,300 +4,300 +100%
Farmers & Merchants Investments Inc. 0 76 +76 +100%
Avantax Advisory Services Inc. 0 3,382 +3,382 +100%
Koshinski Asset Management Inc. 0 6,890 +6,890 +100%
Clarus Wealth Advisors 0 10,410 +10,410 +100%
Braun Bostich & Associates Inc. 0 14,934 +14,934 +100%
PSI Advisors LLC 0 100 +100 +100%
Venture Visionary Partners LLC 0 3,000 +3,000 +100%
Coppell Advisory Solutions LLC 0 117 +117 +100%
RiverTree Advisors LLC 0 15,631 +15,631 +100%
Caitlin John LLC 0 71 +71 +100%
13F Filers With Unchanged Share Count
US Bancorp DE 689 689 UNCH 0.00%
Thrivent Financial for Lutherans 4,717 4,717 UNCH 0.00%
The PNC Financial Services Group Inc. 482 482 UNCH 0.00%
NBC Securities Inc. 608 608 UNCH 0.00%
Goldman Sachs Group Inc. 50,000 50,000 UNCH 0.00%
Comerica Bank 10,590 10,590 UNCH 0.00%
KCM Investment Advisors LLC 39,618 39,618 UNCH 0.00%
Private Trust Co. NA 169 169 UNCH 0.00%
CWM LLC 3,144 3,144 UNCH 0.00%
Allworth Financial LP 1,241 1,241 UNCH 0.00%
IFP Advisors Inc 5,034 5,034 UNCH 0.00%
Cornerstone Wealth Management LLC 5,933 5,933 UNCH 0.00%
Qube Research & Technologies Ltd 39 39 UNCH 0.00%
Beacon Pointe Advisors LLC 5,500 5,500 UNCH 0.00%
Pacifica Partners Inc. 250 250 UNCH 0.00%
Stonebridge Financial Planning Group LLC 7,450 7,450 UNCH 0.00%
Alpha Omega Group Inc. 3,354 3,354 UNCH 0.00%
1776 Wealth LLC 3,627 3,627 UNCH 0.00%
MTM Investment Management LLC 18,580 18,580 UNCH 0.00%
Founders Financial Alliance LLC 2,084 2,084 UNCH 0.00%
Tyler Stone Wealth Management 442 442 UNCH 0.00%
13F Filers Decreasing FNY Share Count
Baird Financial Group Inc. 33,911 7,887 -26,024 -76.74%
Raymond James & Associates 46,572 12,415 -34,157 -73.34%
Steward Partners Investment Advisory LLC 1,351 442 -909 -67.28%
Tower Research Capital LLC TRC 4,669 1,885 -2,784 -59.63%
Advisor Group Holdings Inc. 123,528 60,638 -62,890 -50.91%
Envestnet Asset Management Inc. 11,145 5,662 -5,483 -49.20%
MML Investors Services LLC 21,029 11,236 -9,793 -46.57%
Sigma Planning Corp 6,442 3,537 -2,905 -45.09%
Royal Bank of Canada 22,238 16,813 -5,425 -24.40%
Mutual Advisors LLC 4,951 3,997 -954 -19.27%
Mariner LLC 9,570 8,089 -1,481 -15.48%
Stifel Financial Corp 31,427 27,693 -3,734 -11.88%
International Assets Investment Management LLC 15,446 13,624 -1,822 -11.80%
ARS Wealth Advisors Group LLC 10,423 9,409 -1,014 -9.73%
Benjamin F. Edwards & Company Inc. 82,217 75,269 -6,948 -8.45%
Financial Advocates Investment Management 3,483 3,314 -169 -4.85%
Element Wealth LLC 6,519 6,212 -307 -4.71%
Keystone Wealth Services LLC 4,398 4,198 -200 -4.55%
Kowal Investment Group LLC 3,415 3,276 -139 -4.07%
Geneos Wealth Management Inc. 1,958 1,882 -76 -3.88%
FMR LLC 27 26 -1 -3.70%
Transamerica Financial Advisors Inc. 36 35 -1 -2.78%
Purus Wealth Management LLC 10,211 9,977 -234 -2.29%
Wealth Management Partners LLC 37,645 36,986 -659 -1.75%
D.A. Davidson & CO. 8,640 8,522 -118 -1.37%
WMG Financial Advisors LLC 4,241 4,184 -57 -1.34%
Dominguez Wealth Management Solutions Inc. 8,402 8,340 -62 -0.74%
Stratos Wealth Partners LTD. 7,088 7,055 -33 -0.47%
13F Filers Exiting FNY
Cape Investment Advisory Inc. 112 0 -112 -100.00%
Tucker Asset Management LLC 20 0 -20 -100.00%
Ignite Planners LLC 4,348 0 -4,348 -100.00%
Savior LLC 1,828 0 -1,828 -100.00%
First Horizon Advisors Inc. 546 0 -546 -100.00%
Citadel Advisors LLC 29,396 0 -29,396 -100.00%
Assetmark Inc. 11,194 0 -11,194 -100.00%

See Summary: Institutional Holders of FNY
See Details: Top 10 Hedge Funds Holding FNY

FNY Holdings Changes | www.HoldingsChannel.com

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